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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $43,031 | $27,943+54.0% | $58,507-26.5% | $75,177-42.8% |
| Participation rate | 22.4% | 38.8%-16.4pp | 50.9%-28.5pp | 67.2%-44.8pp |
| Annual return | 13.58% | 44.22%-30.6pp | 4252.32%-4238.7pp | 160.75%-147.2pp |
| Employer contribution / active EE | $500 | $670-25.4% | $1,053-52.6% | $2,671-81.3% |
| Participant deferral / active EE | $1,360 | $1,202+13.1% | $1,922-29.3% | $4,126-67.1% |
| Admin fee / account holder | $5,812 | $1,727+236.5% | $2,486+133.8% | $5,651+2.8% |